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Altium Wealth Management’s CSX Corp CSX Stock Holding History

Altium Wealth Management’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$523K Sell
18,001
-898
-5% -$29.3K 0.04% 231
2022
Q1 		$708K Sell
18,899
-1,146
-6% -$40.5K 0.05% 203
2021
Q4 		$754K Buy
20,045
+695
+4% +$24.5K 0.05% 190
2021
Q3 		$575K Sell
19,350
-228
-1% -$7.3K 0.04% 204
2021
Q2 		$628K Sell
19,578
-1,554
-7% -$51.3K 0.05% 191
2021
Q1 		$679K Sell
21,132
-177
-0.8% -$5.4K 0.05% 169
2020
Q4 		$645K Sell
21,309
-291
-1% -$8.36K 0.06% 149
2020
Q3 		$559K Buy
21,600
+2,793
+15% +$68.9K 0.06% 146
2020
Q2 		$437K Sell
18,807
-4,686
-20% -$104K 0.05% 196
2020
Q1 		$449K Buy
23,493
+7,731
+49% +$181K 0.06% 153
2019
Q4 		$380K Buy
15,762
+1,452
+10% +$34.3K 0.05% 194
2019
Q3 		$330K Buy
14,310
+2,373
+20% +$55.2K 0.04% 205
2019
Q2 		$308K Buy
11,937
+1,494
+14% +$38.5K 0.04% 214
2019
Q1 		$260K Buy
+10,443
New +$242K 0.04% 224

Other funds holding CSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's CSX Position: Q2 2022 in Review

Altium Wealth Management reduced its CSX Corp (CSX) stake by 4.8% in Q2 2022, selling an estimated $29.3K and leaving 18,001 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #231.

Altium Wealth Management first reported a position in CSX in Q1 2019 and has held it in 14 quarters since. The position peaked at $754K in Q4 2021. 1,477 funds tracked by Wall St. Rank hold CSX as of Q2 2022.

  • Altium Wealth Management held 18,001 shares of CSX Corp worth $523K as of Q2 2022.
  • Altium Wealth Management sold 898 CSX Corp shares in Q2 2022, an estimated $29.3K.
  • CSX Corp made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #231 holding.
  • Altium Wealth Management first reported a position in CSX Corp in Q1 2019 and has held it in 14 quarters since.
  • Altium Wealth Management's CSX Corp position peaked at $754K in Q4 2021.
  • 1,477 funds tracked by Wall St. Rank held CSX Corp as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.